Category Archives: Investments

Advice and posts on Investments

A ‘set-and-forget’ investment approach? Forget it!

No financial portfolio is an island.

Systematic, evidence-based investing often results in very little activity in a portfolio. It is wrong to think that this is the result of a ‘set-and-forget’ strategy. Wealthflow’s Investment Committee would be aggrieved at such a suggestion! Considerable effort goes on behind the scenes to allow this state of calm consistency to exist. The fortitude and […]

Déjà Vu All Over Again

Sticking With Your Goal

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalise on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different […]

Markets do go down as well as up

Markets fell in 2018 – but keep this in perspective 2018 may have been a disappointing year for equities, but it shouldn’t have been a surprise December 2018 dished up a rather distasteful present for the holiday period. Many lines were written in the broadsheets about the global equity market falls, but were they really […]

Secrets of Successful Long-Term Investing

Asking the right questions and following a few key principles can improve your odds of long-term investment success. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that […]

Investment Market Review

Managing Your Financial Settlement

After logging strong returns in 2017, global equity markets delivered negative returns in British pound terms in 2018. The fourth quarter equity market decline has many investors wondering how equities may perform in the near term. Equity market declines of 10% have occurred numerous times in the past. The S&P 500 returned –11.5% in the […]